In 2018, Samsung Display kept its dominant market share in the AMOLED smartphone market. However, its market share continued to decrease. Competitors are following fast as Chinese smartphone OEMs have increased demand.

Two Korean TV brands Samsung and LG unveiled their future TV concept named 75-inch MicroLED TV and 65-inch OLED TV R, respectively. It is expected that those new TV concepts can bring additional benefits to customers and weapon to the brands in order to fight against followers in the TV war.

According to the latest IHS Markit Display Strategic Outlook Market Brief report, a QoQ recession for panel shipments for applications including TVs and smartphones is forecast in Q1 2019 for the coming slow season.

SDP decided to decrease its loading rate to avoid inventory pile up continuously and panel price decline loss. Their fab loading rate is expected to down to less than 35% in January 2019. SDP is very conservative for expanding TV panel business in Q1 2019.